Cost of Retirement  
Estimating how much income you will need in retirement — and determining whether your current program of savings and investments can provide that income — is a good start to developing a retirement plan. This calculator is designed to help you estimate how much income you may need in retirement and the savings necessary to produce that income.
     

1. What is your current age?

2. What is your household's current annual income?

$

3. How much do you currently have set aside for retirement?

$

4. What percentage annual raises do you expect?

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5. At what age do you expect to retire?

6. How many years do you expect to spend retired?

7. What percentage of your pre-retirement income do you expect to need during retirement?

%

8. What after-tax return do you expect on your investments between now and retirement (0 to 10 percent)?

%

9. What after-tax return do you expect on your investments during retirement (0 to 10 percent)?

%
 
   
   
Capstone Financial Group LLC
2200 Riverchase Center, Suite-608 • Birmingham, AL • 35244
Phone: (866) 747-3223
(205) 444-5577		 • Fax: (877) 414-3971
• info@thecapstoneway.com

H. Douglas Ingram is licensed in AL, FL, GA, IL, IN, MA, MO, MS, TN, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, CA, FL, GA, IL, IN, KS, MI, MO, MS, NC, OH, TN, TX, VA, and WI and adviser registered in AL.  Joe Thomas is licensed in AL, FL, GA, MS, TN, UT, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, GA, and MS.  Wayne Bosch is licensed in AL to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Doug, Joe, and Wayne may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Doug, Joe or Wayne that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he may represent, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.  Doug Ingram, Principal National and Principal Life Financial Representative, Princor Registered Representative, Financial Advisor.  Joe Thomas and Wayne Bosch, Principal National and Principal Life Financial Representatives, Princor Registered Representatives.  Capstone Financial Group, LLC is not an affiliate of any company of the Principal Financial Group®.

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